大行評級|美銀:上調吉利汽車目標價至11.2港元 銷量增長前景強勁
美銀證券發表報吿指,吉利汽車公佈,8月份總銷量181,229部汽車,按年增長21%。首八個月,累計總銷量約128.77萬部,增長約34%。其中,旗下極氪8月銷量18,015部,按年增長46%;首八月累計銷量121,540部,增長81%。
該行上調2024至2026年盈利預測各2.9%、4.8%及0.4%,認為營運開支佔銷售比率的控制優於預期;並將目標價由10港元上調至11.2港元,重申“買入”評級,因銷量增長前景強勁,出口銷售貢獻較高以提升盈利能力,而極氪的銷量增長潛力可觀。
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